Tax Efficient P hilanthropy
Want to eliminate the capital gains tax from the sale of your publicly traded securities? It’s possible! When you donate publicly traded securities in-kind, such as stocks, bonds, or mutual funds, you benefit from zero capital gains. For nearly 50 years, we have helped individuals, business owners and entrepreneurs with significant and complex gift-planning scenarios. Our process is simple, efficient, and includes anonymous giving to charity.
Visit abundance.ca or call 1.800.772.3257 to speak with a Gift Planning Consultant and learn more about this and other tax- efficient ways to give to the causes that are important to you.
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WINTER 2023
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